Heritage Wealth Planning

07/14/2026

Huge Breaking News for Social Security COLAs

07/14/2026

"Bottom line: computational intensity appears to be outpacing efficiency improvements, driving projections of rising power demand despite data center utilization rates that are well below 100%. "

https://privatebank.jpmorgan.com/nam/en/insights/latest-and-featured/eotm/annual-energy-paper

07/14/2026

after literally TRILLIONS of dollars spent on "green" energy it's still only provides a tiny fraction of energy consumption.

Absolute insanity.

07/13/2026

Why VTI (VTSAX) Instead of VOO

07/13/2026

The Four Percent Rule Leaves Too Much Money on the Table

07/13/2026

Would you have stayed the course after 4 years of retirement withdrawals?

07/13/2026

Time to protest the Financial Services Review!
In a recent paper on inheritances they allow the authors to state explicitly,

"Gender is binary (female=1, male =0)."

Can you believe this!!! I want to the editor FIRED! Immediately!

Dissipation of inheritance windfalls and the case for time-phased transfers: An empirical assessment from HRS data Authors Cory Thompson University of Alabama Russell James III Texas Tech University DOI: https://doi.org/10.61190/fsr.v34i1.4307 Keywords: Estate Planning, Inheritance, Financial Windfa...

07/11/2026

The Roof is gonna blow off on this Livestream!

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07/11/2026

Raising Social Security Taxes — Who Really Gets Hit?

07/11/2026

Bonds Don't Work, eh?